Sustainability at Marathon

Sustainability at Marathon

 

At Marathon, the concept of "sustainability" is considered in the context of adding value for clients over the long-term. Marathon does not offer any products labelled as "Sustainable", nor any which seek to generate a particular impact beyond financial performance. However, consideration of matters that might be thought of as relating to sustainability are potentially important sources of risk and/or return within portfolios. 

To better explain this approach, Marathon has created a Sustainability Charter; a leadership statement explaining how sustainability issues are considered at all stages of the investment process. It can be viewed here.

For further information on Marathon's approach to sustainability within its investment processes, please click here to view Marathon's Sustainability Policy.

Engagement and Voting

Marathon's primary focus is finding companies that it believes are able to generate good returns over time, but the firm also has a strong track record of engagement with company management, to encourage long-term value creation. Portfolio managers have always voted their own proxies at Marathon, as we consider the ability to influence management to be an integral part of the investment management function.

For further details about Marathon’s proxy voting activity and policy click here.

Reports and Commitments

Marathon is committed to working with various external organisations, as well as being subject to some specific regulation related to sustainability. 

  • Sustainability & Climate Report: This report combines provision of climate information (fulfilling Marathon's regulatory obligations) with examples highlighting the application of Marathon's Sustainability Charter and Policy. The report can be found here.
  • Principles for Responsible Investment (PRI):  Marathon is a signatory of the UN-supported Principles for Responsible Investment. You can find our latest Assessment Report here and the current Transparency Report here.
  • Stewardship Codes: Marathon is a signatory of both the UK and Japanese Stewardship Codes. Our current stewardship code statements can be found here (UK) and here (Japan).
  • Marathon has been certified as a CarbonNeutral® company.

Sustainable Finance Disclosure Regulation

Marathon’s Sustainability Risk Policy can be found here.